LifeMark Securities Corp. provides a variety of advisory services to individuals and retirement plans through its investment advisory representatives. The firm offers several fee-based investment programs, including Unified Managed Accounts, Separately Managed Accounts, Fund Strategist Portfolios, Advisor as Portfolio Manager, and Turnkey Asset Management Programs. In addition to investment management, LifeMark Securities provides comprehensive financial planning and consulting covering portfolio review, retirement planning, risk management, cash flow, and education funding. The firm also operates as a broker-dealer, allowing representatives to sell commission-based products such as annuities, mutual funds, and insurance outside of the advisory relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.